Book Image

Salesforce for Beginners - Second Edition

By : Sharif Shaalan, Timothy Royer
Book Image

Salesforce for Beginners - Second Edition

By: Sharif Shaalan, Timothy Royer

Overview of this book

The second edition of Salesforce for Beginners provides you with a holistic introduction to the Salesforce platform. Whether you need help with the lead generation process, Salesforce user management and data security, or automating tasks with Salesforce Flow, this book is for you. Throughout this new edition you will find real-world business use cases to demonstrate concepts, screenshots of the latest UI displayed for screen navigation, and exercises at the end of every chapter to test your newfound knowledge. Working with the world’s leading CRM software, you will learn how to create activities, manage leads, develop your prospects and sales pipeline using opportunities and accounts, and understand how you can enhance marketing activities using campaigns. You will be able to take your administration skills to the next level as you approach real-world user management topics such as ownership skew. You will learn about data security on the Salesforce platform, with an introduction to the role hierarchy, system and user permissions, and much more. In this new edition you'll get to explore the popular automation tool Salesforce Flow. You’ll learn about the different flow types to employ, how to construct your first flow, and how to extensively test your flow. This will allow you to come away from reading this book with a real, functional flow for your business processes.
Table of Contents (24 chapters)
21
Assessment
22
Other Books You May Enjoy
23
Index

Organizing products and price books

Price books are a collection of products that can be added to an opportunity to show what is purchased. An opportunity can only be tied to one price book. Price books are created by administrators and assigned to specific teams that sell a specific product line. Salesforce automatically creates a Standard price book as a master list of all the products and default prices. It is best practice to create multiple custom price books that contain the list prices if you offer products at different prices to different market segments.

Products are the actual items within a price book that are sold. Let's see how they work by taking the following steps:

  1. Click on Add Products, as in the following screenshot, to add a product, or multiple products, to an opportunity. Notice that you also have the option here to choose a price book for this particular opportunity if you have access to more than one price book. If you only have access to one price book, it...